Equitable Holdings’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Equitable Holdings’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,305	Closed	-$204K	–	1621
2025 Q3	$204K	Buy	+9,305	New	+$204K	﹤0.01%	1450
2024 Q1	–	Sell	-65,442	Closed	-$1.43M	–	1182
2023 Q4	$1.43M	Buy	65,442 +5,635	+9%	+$119K	0.02%	494
2023 Q3	$1.26M	Buy	59,807 +4,318	+8%	+$92.1K	0.02%	482
2023 Q2	$1.2M	Buy	55,489 +7,392	+15%	+$163K	0.02%	477
2023 Q1	$1.07M	Buy	48,097 +6,458	+16%	+$141K	0.02%	454
2022 Q4	$899K	Buy	41,639 +5,990	+17%	+$129K	0.02%	469
2022 Q3	$768K	Buy	+35,649	New	+$805K	0.02%	453

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings's IBTJ Position: Q4 2025 in Review

Equitable Holdings sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 9,305 shares — an estimated $204K sold.

Equitable Holdings first reported a position in IBTJ in Q3 2022 and held it in 7 quarters. The position peaked at $1.43M in Q4 2023. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Equitable Holdings reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Equitable Holdings sold 9,305 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $204K.
Equitable Holdings first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Equitable Holdings's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.43M in Q4 2023.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.